Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Amati investors -- Ignore unavailable to you. Want to Upgrade?

To: Skiawal who wrote (29461)	11/29/1997 12:24:00 AM
From: Skiawal	Read Replies (1) \| Respond to of 31386

Nice story!! Check out some of this quotes... americasnetwork.com Anticipating ADSL The RBOCs' and GTE's xDSL trials are well under way. What lessons have carriers learned and how will they apply them to their commercial services? David Kopf ow that the RBOCs' and GTE's technical and market trials of Digital Subscriber Line (DSL) technologies are winding down, the deployment clock has started ticking. Networks have been tested and tweaked, and now carriers must apply the lessons they've learned to their ultimate goal: offering commercial xDSL service. Those lessons are as varied as the purposes, technologies, vendors and scale of each trial. From line qualification techniques to network management to simply outfitting a user's PC, no two trials have been the same. QUOTES: " To attract enough users, the price for consumer ADSL service should be less than $50, according to Glynn director of product marketing for U S West's Megabit Services, which is conducting the trial. GTE has tested both CAP- and DMT-based ADSL to determine the merits of each, she says. "Our goal is to pick a technology that works best and works seamlessly for the user," Nogueira says. "Both CAP and DMT have performed beautifully." Noll says that BellSouth has set a target date of first quarter 1998 for commercial service deployment. The number of users targeted will depend on how well the market trial performs. Where BellSouth will start offering services and to how many users will depend largely on loop demographics and the supply of network and CPE equipment. In any case, GTE's Nogueira says that GTE will do everything it can to ensure that ADSL is easy for customers to order and that lines are quickly qualified and installed. "We are going to do this, and we are going to do it well," she says. "We're not going to have another ISDN." GTE's approach to managing its xDSL network has been a simple one, according to Nogueira. A mini network management system was set up at GTE Laboratories that can track the network as well as "ping" users' PCs. So far, she says the network and the modems have performed well. "Microsoft's modems have been on for six to seven months without having to turn off one modem," she adds. Where long-term rollout of ADSL is concerned, Nogueira says GTE is looking at a spotty rollout in late 1997 with more focused efforts in 1998, and widescale efforts in 1999. Reinman says that by 2000, 85% of the U.S. population should have access to ADSL. During the past year each carrier says it has learned that xDSL services can work, that customers like them and that there is profit to be had from a variety of xDSL-based offerings. Nogueira sums up that potential thusly: "We see a tremendous opportunity to not just sell ADSL, but create a new platform to drive things people will want."

To: Skiawal who wrote (29461)	11/29/1997 1:35:00 AM
From: pat mudge	Read Replies (1) \| Respond to of 31386

[Links] Richard -- Thanks for the good links. I went back to the ADSL Forum site and was reminded of the Summit coming up this week: adsl.com Anyone planning to attend? Some of the links are outdated --- Dan Kegel's and Todd Ogasawara's, for example. Someone should have checked them out before including them on the list. One of the best ways to keep up with ADSL is to visit specific company sites: Alcatel, Motorola, and Siemens all do a pretty good job of upgrading their information. So does TI. Not as many ADSL references, but they're increasing now that Amati's being bought out. ti.com <<< 18. How will TI treat the royalty income from the Amati license agreements? How large do you expect this to be? Royalties from Amati licenses will be counted as royalty revenues. The amount of the royalty revenues will be a function of the ADSL modems manufactured in the industry, but we do not have a forecast to make public at this time. As indicated in the news release, we believe the semiconductor market will reach more than $6 billion for ADSL applications over the next decade. <<<< That's just the semiconductor market for ADSL. I don't know about anyone else, but this certainly validates all I've felt about the technology for the past two years. Rather sad Amati can't carry the ball across the finish line. Pat